Maia Wealth LLC
MAIA Wealth LLC is a Denver-based independent Registered Investment Adviser (RIA) founded in 2011, offering comprehensive wealth management and financial planning services as a fiduciary. Focused on providing custom, unbiased, and conflict-free advice, the firm serves predominantly individuals and high-net-worth individuals, delivering a holistic approach through a team of CERTIFIED FINANCIAL PLANNERS™, CPAs, portfolio managers, and attorneys. MAIA Wealth currently employs 44 professionals and supports clients seeking personalized, transparent solutions aligned with their unique goals.
Investment Strategy
MAIA Wealth LLC employs a fully independent, fiduciary model centered on unbiased, client-first investment advice and personalized financial planning. Avoiding sales-driven or formulaic approaches, their team customizes portfolio construction and holistic financial solutions to reflect each client's specific needs and objectives. The firm primarily serves individuals and high-net-worth clients, focusing on long-term wealth management, transparency in fee structures, and coordination across financial, legal, and tax expertise.
Top Holdings
Equity Positions (309)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 5.18% | $27.2M | 373,889 | $64.15 | $72.69 | -$5.5M |
E EFV | ISHARES TR | 3.10% | $16.3M | 256,247 | $56.30 | $63.48 | +$4.5M |
Q QUAL | ISHARES TR | 2.70% | $14.1M | 77,382 | $171.82 | $182.82 | +$1.7M |
F FSK | FS KKR CAP CORP | 2.58% | $13.5M | 652,297 | $20.04 | $20.75 | +$1.2M |
M MSFT | MICROSOFT CORP | 1.97% | $10.3M | 20,756 | $446.84 | $497.41 | +$2.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SNAP | SNAP INC | New | Call | $12.3K | 111 | $8.69 | $8.69 | +111 | +$12.3K |